The New Treasurer Series
The New HOA Treasurer Workbook
Exercises, Practice Records, and Reproducible Forms for Your First Year
- Formats
- Paperback, Hardcover
- Pages
- 132
- Trim size
- 8.5 x 11 in
- Written for
- Volunteer treasurers of homeowners associations and condominium associations, both self-managed and professionally managed
- Publisher
- Front Porch Puzzle Press
Learn it by doing it.
This workbook goes with The New HOA Treasurer course, one section per session. You’ll practice on a sample association’s records before you touch your own: post a quarter’s assessments to owner accounts, reconcile a bank statement, sort a month of transactions, build a budget with a reserve contribution, and spot the warning signs of trouble.
- Check-your-understanding questions for every session
- Realistic practice exercises with worked answers
- Fill-in pages that document YOUR association’s accounts, signers, contracts, and deadlines, so the next treasurer has a real handoff binder
- Reproducible forms: deposit log, reimbursement request, bank reconciliation, reserve fund table, monthly report, budget worksheet, and more
- A word search for every session and a review crossword
Large 8.5 x 11 format with room to write.
The treasurer books are general education for volunteers. They are not individual tax, legal or accounting advice; for your organization's specific situation, consult a qualified professional.
